Filed December 28, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $871,193 | $118,450+635.5% | $98,439+785.0% | $139,434+524.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.86% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $9,730 | $3,609+169.6% | $3,048+219.2% | $4,751+104.8% |
| Participant deferral / active EE | $10,520 | $5,392+95.1% | $4,738+122.1% | $6,710+56.8% |
| Admin fee / account holder | $16,717 | $14,026+19.2% | $8,948+86.8% | $11,403+46.6% |